Latest Analysis – Page 5
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AnalysisUS energy sector shows staying power
Amid the upheaval from new US policy, Christopher Walker finds investors hopeful that favourable secular trends will ultimately prevail in the energy sector
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AnalysisIs infrastructure debt a tariffs safe haven?
As the world reels from global market uncertainty, infrastructure debt funds are emerging as a relatively stable alternative to mainstream investments, reports Lauren Mills
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InterviewsBouwinvest targets international investors for next phase of growth
Amid changes in the Dutch pensions industry, Bouwinvest has big plans to attract international investors. Christopher Walker speaks to CEO Mark Siezen
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AnalysisReal estate debt versus equity: stick or twist?
As European real estate moves into a recovery phase, investors might be expected to move out of debt and return to equity. Not necessarily, writes Virna Asara
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AnalysisAnalysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
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AnalysisNatural capital – the nexus between corporate carbon and investment
Asset class is evolving fast, just as ‘corporate money is circling’, says New Forests CEO
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AnalysisWhat Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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AnalysisMIPIM 2025: How everything is connected to data centres
Talk in Cannes was about digital infrastructure, operational risk, AI and office retrofits
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AnalysisCould investors be overlooking CEE’s real estate markets?
While geopolitical uncertainty pervades Europe, CEE property – especially retail – has been strong
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AnalysisGlobal student housing: more students, fewer beds
A glaring mismatch between enrolments and available accommodation is driving demand for PBSA globally. Florence Chong reports
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AnalysisFund strategies: safe as (affordable) houses?
Affordable housing is gaining favour with institutional investors as a stable, long-term play
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AnalysisCould niche hospitality markets help European housing affordability?
Hospitality and the living sector have long competed for space, but that might begin to change
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AnalysisGreystar prepares for the next phase of global student housing expansion
With its global infrastructure now in place, the US firm is ready for the next phase of expansion. Florence Chong speaks to CIO Wes Fuller and Asia-Pacific director Adam Pillay
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AnalysisNordic affordable housing: homing in on urbanisation
Rent regulation may be an obstacle in the Nordics, but urbanisation and sustainability offer attractive opportunities for innovative investors
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AnalysisThe Dot Group: joining the dots as 1m students beckon
From early mover to a multi-part business spanning the globe, The Dot Group is seeking further growth and has the capital to achieve it
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AnalysisScape opens the door for investors to Australian student housing
The creation of an evergreen fund for Scape Australia’s prize portfolio will keep existing investors on board and attract new ones
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AnalysisMIPIM 2025 preview: Look both ways
The international real estate industry faces a crossroads as it convenes in Cannes
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InterviewsGREEN and LOTUF: Real estate decarbonisation initiatives join forces
Two organisations merge to make headway with a standardised set of metrics. Pirkko Juntunen reports
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AnalysisWill 2025 see comeback for core real estate?
Is the climate right for a revival in core real estate? Isobel Lee checks the forecast for the sector
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InterviewsLouis-Simon Ferland: Sticking with sheds
The founder and CEO of Boreal IM reveals how logistics investors can still find opportunities in an economically depressed, over-regulated European market.
